VP, Wealth Operations Analyst

Citigroup Inc
US - Florida - Jacksonville
January 21, 2025

Citi Wealth Management Operations Analytics provides critical analytics and reporting to all lines of business and regions within Citi's Global Wealth Management organization. The Analytics team drives value for our partners and stakeholders by delivering proactive analytics on operations performance and

customer behavior in our servicing channels across various products, identifying transformational opportunities and ensuring operations efficiently meets customer service commitments.

The Wealth Management Operations Sr Lead Analyst is responsible for driving critical analytics data discovery and enablement, leading analytics projects and partnering with various business, technology and operations teams to identify and drive strategic changes or new data metrics solutioning.

Responsibilities

Supports Wealth Operations functions through data analysis, business intelligence, recommendation and communication of business needs and requirements.
Champions new data discovery and solutioning, and partnering with various business, technology, operations teams to drive data implementation or strategic improvement.
Conducts or leads in-depth and often advanced data analytics in order to evaluate hypothesis, identify actionable opportunities for productivity, operational performance or client experience enhancement, and quantify respective impacts or benefits through various data analytics methodologies, techniques and data environments.
Utilizes excellent communication skills in order to negotiate with internal and external stakeholders, tell a management story upon analytics insights to gain executive level traction, and recommend next best course of actions.
Provides evaluative judgment based on analysis of factual information in complicated, unique and dynamic situations, and draws on diverse range of internal and external sources.
Manages analytics projects end to end, accountable for end results.

Qualifications

10 years of relevant experience in financial services with knowledge of operations or wealth management. Experience with analytics in wealth management strongly preferred
A change agent with strong discovery mindset and abilities to pioneer research in new data, analytics tools or approaches
Demonstrates an in-depth understanding of how own area integrates within the overall business to achieve objectives within complex organizational structure and fast-paced working environment.
Understanding of various analytics methods and data platforms, knowledge of advanced statistical or data science techniques and how to apply such to drive substantial business results.
Technical skillsets with proficiency required in at least one of the following programming languages: SQL/SAS/Python/R, Big Data knowledge and experience preferred.

Education

Bachelors degree or equivalent work experience

Job Family Group:
Operations - Core

Job Family:
Business Planning & Analysis

Time Type:
Full time

Primary Location:
Jacksonville Florida United States

Primary Location Full Time Salary Range:
$93,440.00 - $140,160.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date:
Dec 20, 2024

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Read the full job description and apply online on the recuiter's web-site

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